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| Provider | Service type | Compensation |
|---|---|---|
RICHMOND CAPITAL MANAGEMENT2+ years Filed as: RICHMOND CAPITAL MANAGMENT, INC. Service code 18 · EIN 54-1288566 | Custodial (other than securities) | $17,715 |
CHARLES SCHWAB & CO., INC.2+ years Service code 52 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,895 | $64,909+78.5% | $82,312+40.8% | $62,293+86.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.01% | 21.18%-10.2pp | 25.88%-14.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $7,624 | $1,676+354.9% | $2,428+214.0% | $2,042+273.3% |
| Participant deferral / active EE | $5,582 | $3,103+79.9% | $3,706+50.6% | $3,169+76.1% |
| Admin fee / account holder | $83 | $440-81.0% | $5,608-98.5% | $479-82.6% |